Latash Investments, LLC

RIASEC RegisteredEst. 2003

Total AUM

$1.7B

Discretionary

$1.3B

75% of AUM

Avg account

$248M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Anchorage, Alaska
CRD number: 128012
Registered since: September 5, 2003
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FHLB DES MOINES
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations59.19%
Banking / Thrift Institutions24.73%
HNWI16.08%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Latash Investments, LLC is a privately held limited liability company registered with the SEC since 2003 that operates with a fund-oriented profile and an emphasis on real estate strategies. The firm serves both individual/family and institutional clients and provides portfolio management across individuals and small businesses, pooled investment vehicles, and business or institutional clients. It also engages in selection of other advisers. Latash’s commercial profile lists accounting among its business activities and a fee model that includes asset-based percentages and fixed fees. The firm does not position itself as an ESG investor. Latash was named to CNBC’s Top 100 Financial Advisory Firms list in 2019.